Overview
In this role you will support farming families, landed estates, and high-net-worth clients with wealth protection and long-term planning. You work within the Agriculture & Landed Estates team, collaborating with Partners to manage a caseload focused on tax planning, trusts, and succession. You will tackle complex Inheritance Tax and Capital Gains Tax matters, and draft bespoke trust documents and settlements. The position offers progression toward partnership, talent development, and a collaborative environment with a respected practice. This is an opportunity to shape advisory strategies for high-value estates and families.
Pay / Benefits
- career progression towards partnership
- support for further training and qualifications
- collaborative, friendly team environment
- competitive salary and benefits package
Responsibilities
- Advising on Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
- Creating tax-efficient solutions for succession and asset protection
- Structuring family partnerships and trusts
- Drafting bespoke trust documents and settlements
- Supporting estate administration for high-value estates
- Working independently and with a Partner on established client relationships
Key requirements
- 5+ years’ PQE with strong private client tax planning expertise
- Deep knowledge of IHT, CGT, and trust structures, especially in landed estates and family businesses
- Confidence in drafting tailored legal documents and trust instruments
- Genuine enthusiasm for tax efficiency, succession planning, and asset protection
- Excellent communication and client care skills
- Strong organizational skills and ability to manage a busy workload under pressure
- excellent communication
- client-focused
- organization and time management
- IHT planning
- CGT planning
- trust structures and settlements
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